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Title

Associate Investment Advisor 

Division CUSO Financial Services, L.P.  
Position Associate Investment Advisor - Credit Human  
Location Credit Human Credit Union - San Antonio, Texas  
Full-Time/Part-Time Full-Time  
Description

Join a Winning Team!

Through its relationship with CUSO Financial Services, L. P. (CFS) Credit Human Credit Union is seeking an Associate Investment Advisor for one of our top Financial Advisors in the San Antonio, TX area.

As an Associate Investment Advisor you will Identify and assess the opportunity of the potential member. Convey Credit Human and the Investment Centers value proposition based on collected and analyzed data from the potential member. Guide potential members through the fiduciary conduct standards for best interest and suitability. Educate and support the development and improvement of the member experience and relationship. Collect and analyze member feedback and performance data to continually review and refine product offerings based on current member needs and market offerings. Work new referrals and call on the members within a Senior Investment Advisor’s book of business consisting of members who view Credit Human Investment Advisors as their trusted partner in helping them to obtain their financial goals through all life events.

Chartered in 1935, Credit Human is a $2.7 billion credit union serving 250,000 members in 43 states across the U.S. Headquartered in San Antonio, we are a not-for-profit, member-owned financial cooperative offering competitive products and services from 16 San Antonio locations, one in Houston and nationally through our manufactured home lending division.To learn more, visit www.credithuman.com

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 22-year track record of serving the investment needs of credit unions and their members. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

 
Position Requirements

Desired Qualifications:

  • Licenses and Registrations: FINRA Series 6 or 7, and 65 or 66, and Insurance licenses
  • A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment
  • Excellent organizational and communication skills
  • College Degree preferred

For immediate consideration please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2845010

Associate Investment Advisors are employed by Credit Human Credit Union and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC). To learn more about CUSO Financial Services, L.P., go to www.cusonet.com.

EOE

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This position is currently not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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